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Keep track of
your NFU Mutual
investment. Latest
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 Fund prices
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Looking for investments that
provide a regular income?
We have
funds specifically designed for
this purpose. |
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Using your investment to provide a regular income
When you invest in our Portfolio Investment Plan or Stocks & Shares ISA, you can choose from a range of investment funds. Two of these investment funds are specifically designed to help provide a regular income:
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The NFU Mutual Gilt & Corporate Bond fund |
The NFU Mutual Gilt & Corporate Bond fund invests primarily in gilts issued by the UK government, and interest-bearing bonds issued by companies. We categorise this fund as Low/Medium risk on our risk rating scale. |
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The NFU Mutual UK Equity Income fund |
The NFU Mutual UK Equity Income fund invests primarily in UK company shares, and aims to produce an income level of 110% of the income from the FTSE UK All Share Index by selecting shares that pay above average dividends. We categorise this fund as Medium/High risk on our risk rating scale. |
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The level of income, or yield, produced by the fund(s) is not guaranteed and can go down as well as up. |
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A combination of funds
You can choose to invest in a combination of both funds -creating a level of investment risk that matches your personal circumstances. |
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Taxation
The tax position on the income from these funds depends on your personal circumstances and the Investment contract involved. |
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What to do next
To find out more about investing with NFU Mutual, contact your local NFU Mutual branch to arrange an appointment with a Financial Consultant.
NFU Mutual Financial Consultants advise on NFU Mutual products and services and in special circumstances those of other providers. |
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